See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,497 | $99,652-11.2% | $78,778+12.3% | $147,584-40.0% |
| Participation rate | 56.5% | 76.2%-19.7pp | 69.2%-12.7pp | 82.8%-26.3pp |
| Annual return | 7.58% | 47.28%-39.7pp | 35.62%-28.0pp | 578.55%-571.0pp |
| Employer contribution / active EE | $296 | $2,796-89.4% | $1,986-85.1% | $4,876-93.9% |
| Participant deferral / active EE | $2,366 | $3,664-35.4% | $2,958-20.0% | $5,439-56.5% |
| Admin fee / account holder | $22,742 | $7,155+217.8% | $5,134+343.0% | $10,885+108.9% |